Deal Insights (Overview Tab)
AI-generated insights from your meetings to help you understand and advance deals.
Customer Overview
A short summary of the customer and engagement, based on call content and deal context.
Action Center
Suggested next steps from recent discussions:
Email – Send follow-up emails with suggested subject and body
Schedule Meeting – Schedule calls with suggested agendas
Prepare Call – Create AI Coach sessions to practice for upcoming calls
You can mark actions as completed or dismiss them. Email actions support attachments and AI Sales Room links.
Deal Sentiment
A snapshot of:
Tone – How the customer sounds (e.g., engaged, cautious)
Description – Overall sentiment
Key takeaways – Main points from recent calls
Next step – Recommended next action
Common Topics
Themes from recent conversations with supporting quotes from calls.
Win Probability
Deals show a Win Probability label based on engagement and historical patterns:
Very Unlikely (0–25%)
Unlikely (25–50%)
Likely (50–75%)
Very Likely (75–100%)
Use this to prioritize follow-up and focus on higher-probability deals.
External Research
AI-generated research about the account:
Company background – Overview of the company
Financial highlights – Revenue, growth, and financial metrics
Market analysis – Industry and competitive context
Recent developments – News and updates
Key findings – Important insights for the deal
Use Regenerate to refresh the research.
Shared Assets & Analytics
Track how content shared with a deal performs:
Views over time – How often shared content is viewed
Active users – Who has viewed it
Most viewed content – Top shared assets
Use this to see what resonates and refine your content strategy.
Live Call Scorecards
Scorecards evaluate calls against criteria you define. They can:
Run automatically on imported calls (Gong, Zoom)
Use AI to score and explain results
Be configured with evaluation areas and criteria
Exclude short calls or voicemails
On the Meetings tab, open a meeting to see its scorecard results, scores by category, and suggested improvements.
Recommended Actions Table
On the main Compass view, the Recommended Actions table shows:
Suggested next steps across all deals
Action type (email, schedule call, prepare call)
Deal and contacts
Schedule date and status
Filter by action type, mark actions complete, and manage follow-ups from one place.
Pipeline View
Deals grouped by stage (e.g., Discovery, Proposal, Negotiation):
Each column shows deals in that stage
Total value per stage
Next scheduled action per deal
Use this to see deal flow and focus on stages that need attention.
AI Coach from Deals
For Prepare Call actions, you can create an AI Coach session that:
Uses deal context (customer, contacts, sentiment)
Builds a practice scenario for the upcoming call
Lets you role-play with AI before the meeting
You receive an email when the AI Coach content is ready.
Copilot (Deal Context)
On a deal page, the Copilot uses deal context to:
Answer questions about the deal
Suggest follow-ups
Summarize meetings and insights
Ask questions in natural language to get deal-specific answers.
Import & Create Deals
Import from Salesforce – Sync opportunities from Salesforce (when connected)
Create Deal – Add deals manually with name, amount, stage, close date, account, and products
Imported deals stay in sync with Salesforce. Manual deals can be edited or deleted in Compass.